About this role:

Wells Fargo is seeking an Investment Banking Program Associate to join our Mid-Cap Investment Banking team. The Associate will be responsible for working on client coverage materials, conducting industry research and screening, transaction origination and execution of the full range of investment banking products and services.

In this role, you will:

• Work to support the business strategy and relevant teams to expand Wells Fargo’s investment banking activities in the region

• Support senior bankers in their relationship management responsibilities, which aligns with consistent coverage of Wells Fargo Commercial Banking clients

• Prepare marketing documents, including pitch materials, confidential offering memoranda and management presentations

• Keep abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics

• Coordinate closely with internal and external resources to help arrange client meetings and important engagements

• Perform financial analysis, including comparable transactions and public company analysis

• Create detailed financial models used for valuation purposes

• Conduct extensive financial and industry due diligence to evaluate the risk/return parameters of a transaction

• Utilize Microsoft Excel, Word and PowerPoint to present various pieces of analysis

• Manage transaction logistics, including organizing data rooms and working group lists

Required Qualifications:

• 2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Exposure to the full spectrum of a M&A transaction life cycle including origination and execution experience

• Prior experience at a large investment banking platform and/or a leading securities firm

• Sound analytical and communication skills, attention to detail, and willingness to take on significant responsibility

• High level of personal motivation, strong interpersonal skills, and a broad intellectual capacity

• Comfortable functioning both independently and as part of a team, meeting stringent deadlines and work quality standards

• Prior experience working in a demanding, highly focused, collaborative, team environment that required extended work hours from time to time.

• Team player that behaves ethically and with integrity

• Bachelor’s degree in a relevant field

Job Expectations:

• Registration for FINRA Series 63, 79, and SIE must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

Additional Compensation Details:

• Base pay range for this position is $175,000-$200,000

• May be considered for an annual discretionary bonus

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$120,400.00 - $287,600.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

• Health benefits

• 401(k) Plan

• Paid time off

• Disability benefits

• Life insurance, critical illness insurance, and accident insurance

• Parental leave

• Critical caregiving leave

• Discounts and savings

• Commuter benefits

• Tuition reimbursement

• Scholarships for dependent children

• Adoption reimbursement

Posting End Date:

25 Jul 2025

* Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Req Number: R-473800